Associate, Investment Counsellor

What You’ll Be Doing

Reporting to the Executive Director and Regional Head, the Associate, Investment Counsellor I (AIC I) provides assistance to the Investment Counsellor in servicing the investment needs of complex, sophisticated high net‑worth clients.

Responsibilities

• Support the IC in achieving business development targets, prepare marketing material, and deliver presentations.
• Establish and maintain effective partnership and teamwork with colleagues, build relationships within CPIC and other partners to grow high net worth client assets.
• Ensure day‑to‑day activities comply with policies, procedures, guidelines and legislation/regulations.
• Continuously update knowledge and skills to meet customer needs, analyze market data and identify activities or conditions that may impact business.

Qualifications

• Degree or diploma in Business or Economics (Master’s degree an asset).
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